Ergoteles’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150,294
| Closed | -$10.1M | – | 1578 |
|
|
2023
Q1 | $10.1M | Buy |
+150,294
| New | +$10.1M | 0.4% | 48 |
|
|
2022
Q4 | – | Sell |
-29,678
| Closed | -$1.9M | – | 1945 |
|
|
2022
Q3 | $1.9M | Buy |
+29,678
| New | +$1.9M | 0.07% | 293 |
|
|
2022
Q2 | – | Sell |
-4,693
| Closed | -$339K | – | 2050 |
|
|
2022
Q1 | $339K | Sell |
4,693
-4,921
| -51% | -$355K | 0.01% | 802 |
|
|
2021
Q4 | $651K | Buy |
+9,614
| New | +$651K | 0.03% | 545 |
|
|
2021
Q2 | – | Sell |
-481,217
| Closed | -$32M | – | 1714 |
|
|
2021
Q1 | $32M | Buy |
+481,217
| New | +$32M | 1% | 21 |
|